Comprehensive Financial Adviser
Core
Provide holistic financial advice to superannuation fund members covering wealth accumulation, retirement planning, investments, insurance, and wealth strategies.
Role type
Senior IC comprehensive financial adviser
Builds
Personalized financial strategies and retirement plans for members
Domain
Financial services / Superannuation
Deliverable
client delivery
Required skills
Financial planning qualifications, Authorised Representative status, superannuation knowledge, retirement strategy expertise, investment product knowledge, regulatory compliance knowledge
Preferred skills
Client relationship management, strategic financial planning, regulatory updates tracking
Responsibilities
Deliver comprehensive advice on superannuation, retirement, investments, and insurance; build and maintain member relationships; prepare Statements of Advice (SOAs); conduct regular strategy reviews; collaborate with internal teams; monitor legislative and regulatory changes